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Essential Partners’s Pitney Bowes PBI Stock Holding History

Essential Partners’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.55K Hold
95
– – ﹤0.01% 2013
2026
Q2 		$1.66K Sell
95
-5,692
-98% -$87K ﹤0.01% 2049
2026
Q1 		$63.9K Hold
5,787
– – 0.02% 537
2025
Q4 		$61.2K Sell
5,787
-584
-9% -$6.06K 0.02% 561
2025
Q3 		$72.7K Buy
6,371
+22
+0.3% +$256 0.02% 507
2025
Q2 		$69.3K Buy
+6,349
New +$59.7K 0.03% 413

Other funds holding PBI

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners's PBI Position: Q3 2026 in Review

Essential Partners held its Pitney Bowes (PBI) position steady in Q3 2026 at 95 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Essential Partners first reported a position in PBI in Q2 2025 and has held it in 6 quarters since. The position peaked at $72.7K in Q3 2025. 21 funds tracked by Wall St. Rank hold PBI as of Q3 2026.

  • Essential Partners held 95 shares of Pitney Bowes worth $1.55K as of Q3 2026.
  • Essential Partners left its Pitney Bowes share count unchanged in Q3 2026.
  • Pitney Bowes made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2013 holding.
  • Essential Partners first reported a position in Pitney Bowes in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Pitney Bowes position peaked at $72.7K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.